Financial Data and Reporting Ops Analyst

Bank of America • Farmington, NM

2d • $25 - $35 • Onsite

About The Position

At Bank of America, the Financial Data and Reporting Ops Analyst handles moderately complex operations processes related to credit disputes, escalations, and tax reporting. The role involves analyzing and researching data, reconciling and validating reporting, resolving issues and customer requests, and processing transactions. Requests may carry high levels of risk within enterprise risk categories, and the analyst consults with management for support.

The GBAM Operations Tax and Control Banking Outreach team supports US tax form and CRS self-certification refresh and inquiry processes. The analyst works directly with Treasury clients and global business partners, including tax operations teams in the US, APAC, EMEA, and Canada/LATAM, as well as Corporate and Enterprise Tax, Fulfilment, Service, and Operations. The role includes refreshing expired tax forms, collecting forms following a change in circumstance, validating reports, analyzing and approving refunds, responding to general inquiries, and translating and disseminating Global Tax communications.

The position follows established written procedures and guidelines to deliver accurate, timely service to internal business partners and external clients. It is an in-office role, with first-shift hours and a 40-hour work week. The stated pay range is $25.00–$35.08 per hour, with offers determined by experience, education, and skill set. The role is benefits eligible and compensated with a base salary; it is not incentive eligible.

Requirements

• A minimum of 1 year of client-facing experience.
• Strong attention to detail.
• Proven ability to create and deliver strong business results.
• Ability to work to deadlines.
• Strong written and verbal communication skills.
• Good team player who is enthusiastic and committed.
• Ability to prioritize, use own initiative, and be flexible.
• Proactive approach to problem resolution.
• Ability to work under pressure, meet deadlines, navigate change, and prioritize daily.

Nice To Haves

• Knowledge of FATCA or CRS tax regulations.
• Proficiency with the Microsoft Office Suite.

Responsibilities

• Perform moderately complex activities supporting credit disputes, escalations, and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery.
• Research and resolve moderately complex financial data requests or exceptions based on analysis of assembled data.
• Perform routine analytics, report creation, and exception processing.
• Identify risks and opportunities for process improvement based on an understanding of how the work affects other operational units, and escalate risk concerns as appropriate.
• Provide quality service and support for internal business partners and external clients.
• Refresh expired tax forms and collect tax forms following a change in circumstance.
• Validate reporting on a weekly, monthly, and annual basis.
• Analyze refunds and approve them.
• Respond to general inquiries.
• Translate and disseminate Global Tax communications.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed